Purchases and Sales Made in Q4 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2024. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.25K+ 0.35% |
$277K - $323K
|
361K
$72.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.25K+ 23.16% |
$277K - $323K
|
6.64K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.25KNew |
$276K - $323K
|
1.25K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.24K+ 1.36% |
$275K - $321K
|
92.6K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.24K+ 12.17% |
$274K - $321K
|
11.4K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 2.89% |
$273K - $319K
|
43.8K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.22K+ 9.74% |
$271K - $316K
|
13.8K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.22K+ 12.43% |
$270K - $315K
|
11K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.21K+ 12.94% |
$268K - $314K
|
10.6K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.21K+ 1.53% |
$267K - $312K
|
80.2K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.2K+ 0.77% |
$266K - $311K
|
158K
$31.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.2K+ 3.18% |
$265K - $310K
|
38.8K
$7.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 1.23% |
$263K - $307K
|
97.6K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.18K+ 2.96% |
$261K - $305K
|
41K
$8.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.17KNew |
$258K - $302K
|
1.17K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16K+ 7.97% |
$256K - $300K
|
15.7K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.16K+ 5.72% |
$256K - $300K
|
21.4K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.16K+ 2.35% |
$256K - $299K
|
50.3K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.16KNew |
$256K - $299K
|
1.16K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.15KNew |
$256K - $299K
|
1.15K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.15K+ 0.6% |
$255K - $298K
|
194K
$39M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.15K+ 0.28% |
$255K - $297K
|
414K
$83.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 24.46% |
$254K - $297K
|
5.83K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.14K+ 1.01% |
$252K - $295K
|
114K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.13K+ 5.17% |
$251K - $294K
|
23.1K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.13K+ 1.43% |
$251K - $293K
|
80.2K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.13K+ 0.76% |
$250K - $292K
|
149K
$30M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.13K+ 5.38% |
$249K - $291K
|
22.1K
$4.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 5.54% |
$249K - $291K
|
21.4K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 0.57% |
$249K - $291K
|
198K
$39.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.12K+ 11.95% |
$247K - $289K
|
10.4K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.11K+ 2.75% |
$246K - $288K
|
41.5K
$8.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.1K+ 3.37% |
$245K - $286K
|
33.8K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.1K+ 3.48% |
$245K - $286K
|
32.8K
$6.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.1K+ 34.18% |
$244K - $285K
|
4.32K
$869K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1KNew |
$244K - $285K
|
1.1K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
1.1KNew |
$244K - $285K
|
1.1K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.1K+ 10.1% |
$243K - $284K
|
12K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.1K+ 3.25% |
$243K - $284K
|
34.8K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 1.27% |
$243K - $284K
|
87.3K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.09K+ 2.13% |
$241K - $282K
|
52.1K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.09KNew |
$241K - $282K
|
1.09K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.08K+ 9.3% |
$240K - $281K
|
12.7K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.08K+ 1.79% |
$239K - $280K
|
61.5K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.08K+ 1.75% |
$239K - $279K
|
62.7K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
1.08KNew |
$239K - $279K
|
1.08K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.08K+ 7.26% |
$239K - $279K
|
15.9K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.08K+ 4.38% |
$239K - $279K
|
25.7K
$5.16M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.07K+ 2.33% |
$237K - $277K
|
47K
$9.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.06K+ 2.88% |
$236K - $275K
|
37.9K
$7.63M
|